Three Simple Steps. One Personalized Plan.
At American Financial Consultants, Inc., we believe our role is to help you align your financial resources with the things in life that are most important to you. Financial health means more than just dollars and cents. It can mean freedom, security, dreams, opportunities—and we love making those things more attainable through financial planning.
We meet in-person to learn more about your goals.
The first step to any successful financial plan is listening. That’s why we start by having a face-to-face conversation so we can find out what’s important to you.
We create your custom financial plan.
Next, we will create your very own personalized financial plan. It will include specific ways to help achieve your goals and address any financial concerns you may have.
We help you make your plan a reality.
We meet again to go through your plan together and make revisions based on your comfort level and feedback. We continue to meet regularly to help ensure that you stay on the path to your retirement goals.